The Enhanced Sales
Center SuiteApp
2022.1
February 9, 2022
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Table of Contents
The Enhanced Sales Center SuiteApp ......................................................................................... 1
Setting up the Enhanced Sales Center .................................................................................... 1
Sales Center Enhancements .................................................................................................. 1
Enhanced Sales Center Roles and Permissions ..................................................................... 2
Enhanced Tabs, Categories, and Links ................................................................................ 2
Enhanced Sales Forms ..................................................................................................... 2
Enhanced Field Labels and Custom Fields ........................................................................... 3
Enhanced Saved Search Forms and Search Results List Views ................................................. 6
Enhanced Dashboards and Portlets ................................................................................... 8
Customizing the Enhanced Sales Center ................................................................................. 9
The Enhanced Sales Center SuiteApp 1
The Enhanced Sales Center SuiteApp
The Enhanced Sales Center provides user interface enhancements to the standard NetSuite Sales Center.
The Enhanced Sales Center makes information that is relevant to sales users available to them through
better organized tabs, forms, links, and dashboards.
For more information on the enhancements introduced in the Enhanced Sales Center, see Sales Center
Enhancements.
If you are new to NetSuite and you want to find more information about NetSuite's user interface and
Standard Centers, see the help topic Centers Overview.
Setting up the Enhanced Sales Center
The following sections provide instruction for setting up the Enhanced Sales Center.
Prerequisites
Before you download and install the SuiteApp, you should ensure that the following features are enabled:
■ Customer Relationship Management
■ Sales Force Automation
For more information on enabling NetSuite features, see the help topic Enabling Features.
If you do not use the Opportunities and Customer Support and Service features, you must disable
the Opportunities and Support tabs. These tabs are located in the Enhanced Sales Center. To delete
custom center tabs, go to Customization > Centers and Tabs > Center Tabs. Click Edit next to the
center tab that you want to delete. On the Actions list, click Delete.
Installing the Enhanced Sales Center
Note: This SuiteApp can only be installed on NetSuite 2012.1 or higher.
Bundle Name: Enhanced Sales Center
Bundle ID: 19656
Location: Production (Account ID: 3368792)
Availability: Public
For more information on installing SuiteApps, see the help topic Installing a Bundle.
For updates to the Enhanced Sales Center, an account administrator or a user with SuiteApp Marketplace
permission can update the installed bundle. For more information, see the help topic Installed Bundle
Updates.
Sales Center Enhancements
The Enhanced Sales Center includes comprehensive changes to the standard Sales Center user interface.
These changes provide a more intuitive and convenient interface specifically designed for sales users.
Click these topics for more details on the Sales Center enhancements:
■ Enhanced Sales Center Roles and Permissions
■ Enhanced Tabs, Categories, and Links
■ Enhanced Sales Forms
The Enhanced Sales Center SuiteApp
Sales Center Enhancements 2
■ Enhanced Field Labels and Custom Fields
■ Enhanced Saved Search Forms and Search Results List Views
■ Enhanced Dashboards and Portlets
Enhanced Sales Center Roles and Permissions
The following custom roles are available in the Enhanced Sales Center:
■ Sales Admin - Enhanced Sales Center
■ Sales Mgr - Enhanced Sales Center
■ Sales Rep - Enhanced Sales Center
■ Publisher - Enhanced Sales Center
Each custom role includes a set of associated permissions. These permissions determine the data
sales users can see and the tasks they can perform in the Enhanced Sales Center. If you are a NetSuite
Administrator, you can assign these roles to users, as needed. For more information, see the help
topic Assigning Roles to an Employee. The roles in the Enhanced Sales Center are locked, but you
can customize them, which creates copies that you can edit. For more information, see the help topic
Customizing or Creating NetSuite Roles. You can also compare permissions of the standard NetSuite
Sales Center and the Enhanced Sales Center roles before you assign the latter to users. For information
on comparing roles and permissions, see the help topic Showing Role Permission Differences.
Enhanced Tabs, Categories, and Links
When you access the Enhanced Sales Center roles for the first time, a default set of tabs display. The
Enhanced Sales Center includes the standard tabs found in the standard Sales Center. It also includes
tabs for the Calendar, Leads & Prospects, Contacts, and Items. The More tab contains the least used links.
The default Enhanced Sales Center tabs may vary depending on the role in use.
The Leads & Prospects, Opportunities, Customers, Contacts, Forecasts, and Items tabs include three basic
categories: Overview, Reports, and Tools. The links under each category include only information that is
most useful to a particular sales role.
You can disable list menus on tabs and categories. For information, see Setting Up Appearance
Preferences.
Enhanced Sales Forms
Note: If you are a NetSuite Administrator, ensure that you upgrade your account with the latest
form layout enhancements. When you update your account you take advantage of the Enhanced
Sales Center field groups, subtabs, and sublists. For more information about the latest form
layout enhancements, see Version 2010 Release 2 User Interface Overview. For information about
deploying the form layout enhancements, see the help topic Deploying Upgraded Forms.
The default leads, prospects, opportunities, customers, and partners forms display all information in two
columns.
The subtabs on sales forms show sections instead of tabs to limit the number of clicks required to get to a
specific field or information.
Note: You should set the Expand Tabs on Entry Forms preference to Yes to activate this
enhancement. For more information, see Setting Up Appearance Preferences.
The forms in the Enhanced Sales Center are locked, but you can customize them, which creates copies
that you can edit. You can place your custom fields anywhere in the custom form. You can also customize
The Enhanced Sales Center SuiteApp
Sales Center Enhancements 3
the roles provided by the SuiteApp to control access to your customized form. For more information, see
the help topic Custom Forms.
Enhanced Field Labels and Custom Fields
Fields on records are renamed to more closely follow typical industry terminology. The following custom
fields, which are commonly used in other popular CRM applications, are also included:
■ Annual Revenue
■ Campaign Category
■ Created Date
■ Industry
■ Last Modified Date
■ No. of Employees
The following tables list the fields on the Enhanced Sales Center and their counterpart fields on the
standard Sales Center. It also provides the equivalent fields used in other popular CRM applications.
Field Labels on Customer and Prospect Records
Enhanced Sales Center Standard Sales Center Fields used in other popular CRM Search Fields to Use
applications
Sales Rep Account Owner
Customer ID / Prospect Name/ID Name/ID
ID
Customer Name Account Name
Parent Customer Parent Account
Phone Phone
Email Email
Fax Fax
Website Web Address Website Web Address
Category Type Category
Industry Industry
No. of Employees Employees
Annual Revenue Annual Revenue
Campaign Marketing > Lead Lead Source
Source
Description Comments Description Comments
Created Date Date Created Created By Date Created
Last Modified Date Last Modified By
The Enhanced Sales Center SuiteApp
Sales Center Enhancements 4
Field Labels on Lead Records
Enhanced Sales Center Standard Sales Center Fields used in Search Fields
other popular CRM to Use
applications
Sales Rep Sales Rep Lead Owner
Lead ID Name/ID
Name Name
Note: The Lead Conversion
feature must be enabled in your
account for the Name field to appear
on a new Lead form.
Company Company
Title Title
Lead Status Status Lead Status Status
Phone Phone Phone Phone
Mobile Phone Mobile Phone
Email Email Email Email
Rating Qualification > Sales Rating Sales Readiness
Readiness
Address Address Address Address
Website (not available for individuals) Web Address Website Web Address
Industry Industry
No. of Employees No. of Employees
Annual Revenue Annual Revenue
Description Comments Description
Campaign Marketing>Lead Source Lead Source Lead Source
Created Date Date Created Date Created
Last Modified Date
Field Labels on Contacts
Enhanced Sales Center Standard Sales Center Fields used in other popular CRM Search Fields to Use
applications
Contact Owner
Contact ID Contact
Customer Name Company Account Name Company
Title Job Title Title Job Title
The Enhanced Sales Center SuiteApp
Sales Center Enhancements 5
Field Labels on Contacts
Enhanced Sales Center Standard Sales Center Fields used in other popular CRM Search Fields to Use
applications
Phone Main Phone Phone Phone
Mobile Phone Mobile Phone Mobile
Email Email Email Email
Reports To Relationships > Reports To
Supervisor
Mailing Address Address Mailing Address Address
Fax Fax Fax
Other Phone
Assistant
Asst. Phone
Description Comments Description Comments
Created Date Date Created Created Date Date Created
Last Modified Date
Field Labels on Opportunity Records
Enhanced Sales Standard Sales Fields used in other popular CRM Search Fields to Use
Center Center applications
Sales Rep Opportunity Owner
Opportunity Number Opportunity # Number/ID
Opportunity Name Title Opportunity Name Title
Customer Name Company Account Name Prospect/Customer
Forecast Type Forecast Type Type Forecast Type
Campaign Primary Campaign Source
Expected Close Date Expected Close Close Date Expected Close Date
Actual Close
Stage Status Stage Opportunity Status
Probability (%) Probability Probability (%) Probability
Amount Projected Total Amount Projected Amount
Range Range Range - High, Range - Low
Next Step Action Item Next Step Action Item
Rating Sales > Sales Sales Readiness
Readiness
The Enhanced Sales Center SuiteApp
Sales Center Enhancements 6
Field Labels on Opportunity Records
Enhanced Sales Standard Sales Fields used in other popular CRM Search Fields to Use
Center Center applications
Campaign Category
Campaign Lead Source Primary Campaign Source Lead Source
Description Details Description
Created Date Created By
Days Open
Last Modified Date Last Modified By
Enhanced Saved Search Forms and Search Results List
Views
The Enhanced Sales Center includes saved searches. You can use them as the default search forms and
results list view when you search for the following record types:
■ Activity
■ Contact
■ Customer
■ Document
■ Event
■ Group
■ Item
■ Opportunity
■ Phone Call
■ Task
■ Transaction
The standard Sales Center, by default, uses a search form with system-defined set of fields that you can
use as search filters.
The Enhanced Sales Center SuiteApp
Sales Center Enhancements 7
The Enhanced Sales Center saved search forms include only search filters that are commonly used by
sales persons when they search for sales records.
The Enhanced Sales Center SuiteApp
Sales Center Enhancements 8
Global and quick search results for the above records will use the saved search list view that is included in
the SuiteApp.
For more information on setting the default search forms and results list view, see the help topic Setting
Search Defaults for a Role.
For general information about views, see the help topic Working with List Views, Sublist Views, and
Dashboard Views.
Enhanced Dashboards and Portlets
The links portlets are streamlined to include only links that sales users are most likely to access.
The following new saved searches are set as the default dashboard views on their corresponding center
tabs:
■ My Tasks
■ My Phone Calls
■ My Leads
■ My Prospects
■ My Opportunities
■ My Customers
■ My Contacts,
For general information about views, see the help topic Working with List Views, Sublist Views, and
Dashboard Views.
The Setup tab contains a links portlet with links for Sales & Marketing Automation, Customization, User/
Roles, Import/Export in place of the standard NetSuite Setup Manager.
The Enhanced Sales Center SuiteApp
Sales Center Enhancements 9
The More tab contains a links portlet with links to least used sales information.
Customizing the Enhanced Sales Center
If you are new to NetSuite, you should familiarize yourself with the following concepts before you
customize the Enhanced Sales Center:
■ Assigning Roles to an Employee
■ Dashboard Personalization
■ Publishing Dashboards
Note: Ensure that you assign Enhanced Sales Center roles to administrator users before you
perform the following configuration tasks.
Setting Up Appearance Preferences
You should set up the following appearance preferences for each Enhanced Sales Center role to take
advantage of the user interface enhancements.
To set up appearance preferences:
1. Go to Home > Set Preferences.
2. Click the Appearance tab and select the following values for the following fields:
Preference Setting
Color Theme Custom: New Sales Color Theme
Screen Font Arial
Limit Entry Forms to Two Columns Yes
Expand Tabs on Entry Forms Yes
3. Click Save.
Duplicating Custom Center Tabs
If you added custom center tabs to your sales center, you can make copies of these tabs to add to the
Enhanced Sales Center. For more information, see the help topic Creating Center Tabs.
To duplicate a center tab:
1. Go to Customization > Centers and Tabs > Center Tabs.
2. Click Edit next to the name of the custom tab that you want to duplicate. The Custom Center tab
form is displayed.
3. In the Center field, change the selection from Classic Center to Enhanced Sales Center.
4. Under the Save button, click Save a Copy.
Recreating Custom Categories
If you created custom categories in the standard Sales Center that you want to use in the Enhanced
Sales Center, you must recreate them. You cannot edit the custom categories that you added to tabs
The Enhanced Sales Center SuiteApp
Customizing the Enhanced Sales Center 10
on the standard Sales Center. To create custom categories in the Enhanced Sales Center, go to Setup
> Customization > Center Categories > New. Enter the values to the Custom Center Category fields. For
information on how to create Custom Categories, see the help topic Creating Center Categories.
Adding Custom Center Links
Center links take users to other pages within NetSuite, custom records, Suitelets, or external websites.
You can add previously used links in the standard Sales Center categories to the Enhanced Sales Center
categories.
To add center links:
1. Log in to NetSuite using the Enhanced Sales Center - Publisher role.
2. Click the tab you want to add the link to.
3. On the upper-right corner, below the tabs, click Edit Custom Tab.
4. Click Save.
5. If you are prompted to submit an unchanged record, click OK.
6. Click Edit next to the center category you want to add the link to.
7. Add the links that you previously used in the standard Sales Center.
8. Click Save.
For more information, see the help topic Creating Center Links.
The Enhanced Sales Center SuiteApp